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Tortoise Capital Advisors’s Primoris Services PRIM Stock Holding History

Tortoise Capital Advisors’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-29,558
Closed -$4.23M – 94
2026
Q1 		$4.23M Buy
29,558
+10,340
+54% +$1.51M 0.04% 67
2025
Q4 		$2.39M Buy
19,218
+7,118
+59% +$929K 0.03% 65
2025
Q3 		$1.66M Buy
+12,100
New +$1.3M 0.02% 59

Other funds holding PRIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tortoise Capital Advisors's PRIM Position: Q2 2026 in Review

Tortoise Capital Advisors sold out of Primoris Services (PRIM) in Q2 2026, closing a stake of 29,558 shares — an estimated $4.23M sold.

Tortoise Capital Advisors first reported a position in PRIM in Q3 2025 and held it in 3 quarters. The position peaked at $4.23M in Q1 2026. 449 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

  • Tortoise Capital Advisors reported no remaining Primoris Services position as of Q2 2026 after selling out during the quarter.
  • Tortoise Capital Advisors sold 29,558 Primoris Services shares in Q2 2026, an estimated $4.23M.
  • Tortoise Capital Advisors first reported a position in Primoris Services in Q3 2025 and held it in 3 quarters.
  • Tortoise Capital Advisors's Primoris Services position peaked at $4.23M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Tortoise Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.